Purchases and Sales Made in Q4 2021 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q4 2021. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
138+ 12.42% |
$59.2K - $65.9K
|
1.25K
$732K
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
138+ 2.01% |
$59.2K - $65.9K
|
7K
$4.1M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
137+ 0.71% |
$58.7K - $65.4K
|
19.3K
$11.3M
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
137+ 2.63% |
$58.7K - $65.4K
|
5.36K
$3.14M
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
137+ 1.49% |
$58.7K - $65.4K
|
9.32K
$5.47M
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
137+ 8.48% |
$58.7K - $65.4K
|
1.75K
$1.03M
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
135+ 2.76% |
$57.9K - $64.5K
|
5.03K
$2.95M
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
133+ 0.96% |
$57K - $63.5K
|
13.9K
$8.16M
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
133+ 1.85% |
$57K - $63.5K
|
7.33K
$4.3M
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
132+ 3.94% |
$56.6K - $63K
|
3.48K
$2.04M
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
131+ 0.65% |
$56.2K - $62.5K
|
20.2K
$11.8M
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
131+ 5.57% |
$56.2K - $62.5K
|
2.48K
$1.45M
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
130+ 2.99% |
$55.7K - $62.1K
|
4.47K
$2.62M
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
130+ 2.72% |
$55.7K - $62.1K
|
4.91K
$2.88M
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
129+ 7.82% |
$55.3K - $61.6K
|
1.78K
$1.04M
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
129+ 2.16% |
$55.3K - $61.6K
|
6.11K
$3.58M
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
128+ 0.39% |
$54.9K - $61.1K
|
32.7K
$19.2M
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
127+ 0.52% |
$54.4K - $60.6K
|
24.8K
$14.5M
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
125New |
$53.6K - $59.7K
|
125
$73.3K
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
125+ 7.6% |
$53.6K - $59.7K
|
1.77K
$1.04M
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
124+ 4.71% |
$53.2K - $59.2K
|
2.76K
$1.62M
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
123+ 4.92% |
$52.7K - $58.7K
|
2.62K
$1.54M
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
123+ 0.13% |
$52.7K - $58.7K
|
98.3K
$57.7M
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
123+ 0.54% |
$52.7K - $58.7K
|
22.9K
$13.4M
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
121+ 3.93% |
$51.9K - $57.8K
|
3.2K
$1.87M
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
121+ 3.8% |
$51.9K - $57.8K
|
3.31K
$1.94M
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
121+ 5.52% |
$51.9K - $57.8K
|
2.32K
$1.36M
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
120+ 6.09% |
$51.4K - $57.3K
|
2.09K
$1.23M
|
|
Feb 14, 2022
Q4 2021
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
120New |
$51.4K - $57.3K
|
120
$70.4K
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
120+ 0.82% |
$51.4K - $57.3K
|
14.8K
$8.65M
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
117+ 22.76% |
$50.2K - $55.9K
|
631
$370K
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
115+ 2.12% |
$49.3K - $54.9K
|
5.54K
$3.25M
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
114New |
$48.9K - $54.4K
|
114
$66.8K
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
113+ 2.69% |
$48.4K - $54K
|
4.31K
$2.52M
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
111+ 1.67% |
$47.6K - $53K
|
6.76K
$3.96M
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
110+ 6.32% |
$47.2K - $52.5K
|
1.85K
$1.08M
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
110+ 0.54% |
$47.2K - $52.5K
|
20.6K
$12.1M
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
110+ 16.74% |
$47.2K - $52.5K
|
767
$450K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
110+ 5.47% |
$47.2K - $52.5K
|
2.12K
$1.24M
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
110+ 0.87% |
$47.2K - $52.5K
|
12.8K
$7.48M
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
110New |
$47.2K - $52.5K
|
110
$64.5K
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
109+ 0.82% |
$46.7K - $52K
|
13.4K
$7.83M
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.6% |
$46.3K - $51.6K
|
18K
$10.6M
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
108+ 0.78% |
$46.3K - $51.6K
|
13.9K
$8.15M
|
|
Jan 19, 2022
Q4 2021
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
107New |
$45.9K - $51.1K
|
107
$62.7K
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
106+ 4.18% |
$45.4K - $50.6K
|
2.64K
$1.55M
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
105+ 0.09% |
$45K - $50.1K
|
116K
$67.9M
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
104+ 2.84% |
$44.6K - $49.7K
|
3.76K
$2.2M
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
104New |
$44.6K - $49.7K
|
104
$61K
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
103+ 3.99% |
$44.1K - $49.2K
|
2.69K
$1.58M
|